Resources
BNET Resources
- sort by:
- Relevance
- Date
- Popularity
- Oprah Likes Discovery: How You Can Profit From It
- Andrew Horowitz submits: Discovery Networks DISCA has been on our radar screen for some time. We have missed several opportunities to grab the stock and it kept on moving higher. This time we are looking at the news of Oprah’s move as providing significant upside for the network. It...
- External links 2009-11-22
- Allegiant: October Year-Over-Year Comps Are Strong
- Andrew Horowitz submits: Allegiant Air ALGT came with impressive numbers for October. The load factors were slightly down but we saw healthy increases in most areas as compared to 2008. Allegiant has one of the best load factors in the industry as they manage flight loads well. Yet, we...
- External links 2009-11-04
- Do ADP Payrolls Foretell Non-Farm Numbers?
- Andrew Horowitz submits: We have calculated that there is a significant correlation between the ADP Non-Farm payrolls and the BLS Non-Farm. In fact it is as high as 95% when looking at the data since the inception of the ADP numbers in 2001. So, while many have...
- External links 2009-10-01
- Charts Predict Downside for the Markets
- Andrew Horowitz submits: According to a chart that Corey Rosenbloom over at Afraid to Trade sent to me, we are seeing for the first time in a while the ominous RED color come out to visit us for the S&P 500. This is not an ordinary chart. It uses...
- External links 2009-10-04
- Is Meredith Whitney's Goldman Sachs Downgrade Heresy?
- Andrew Horowitz submits: In another interesting move, Meredith Whitney cuts her rating on Goldman Sachs GS just before earnings on Thursday. This is reminiscent of last quarter. If you remember, it was a Monday morning and markets were continuing to sell off more than 7% over the previous few...
- External links 2009-10-13
- FOMC Minutes: A Few Clues in Red and Green
- Andrew Horowitz submits: U.S. Federal Reserve Meeting Minutes For September 23 Good and bad news mixed in, but no surprises. by Andrew Horowitz
- External links 2009-10-15
- Brazil Chokes Off Foreign Investment
- Andrew Horowitz submits: After the close on Monday, there was a shock to the Brazilian markets as an announcement was made that Brazil will be slowing foreign investment into the country. In as effort to cool the hot currency and speculation within the stock markets, they are reinstating policy...
- External links 2009-10-20
- Wynn Resorts: Unfavorable Conditions
- Andrew Horowitz submits: Wasn’t it just a week or so ago that Wynn Resorts WYNN successfully completed the IPO of the Macau properties? If memory serves, they collected somewhere around $1.5 billion in order to fund expansion and operations. Now why would they be needing an additional...
- External links 2009-10-20
- Who's Doing the GDP Spending?
- Andrew Horowitz submits: The final numbers were released yesterday for the second quarter’s GDP. The fascination with GDP is becoming more and more obvious and the media just loves to announce when a country moves positive as it can headline that “RECESSION IS OVER!” We know better though. Even...
- External links 2009-10-01
- S&P 500 Sector Performance Amazes Investors
- Andrew Horowitz submits: The S&P 500 and other broad markets did exceptionally well this quarter. But, there were a few of the sub-sectors that really did an amazing job of amazing investors. Click below to download the pdf that breaks it down. by Andrew Horowitz
- External links 2009-10-01
- Will Microsoft's Next Tablet Computer Succeed?
- Andrew Horowitz submits: Microsoft MSFT has been doing what it can to finally work on the offensive. Bing search is now making significant progress against rivals and Windows 7 is getting excellent reviews. There is even talk that the next generation Zune HD will become a serious contender...
- External links 2009-09-23
- Potash: Suffering from an Unrelenting Price Squeeze
- Andrew Horowitz submits: We have been watching as Potash POT and other fertilizer suppliers are having a hard time negotiating with some of the world’s most influential customers. The problem started earlier this year when India pressed hard and negotiated a deal way below market for the products. Demand...
- External links 2009-09-23
- Microsoft: A Potential Suitor for Netflix?
- Andrew Horowitz submits: If you have been following the recent Xbox progress by Microsoft MSFT, you may have noticed that Mr. Softy is back looking to take over your living room. Yes, the idea that a centralized media center, gaming system and communication device is back on the table....
- External links 2009-08-26
- Will the S&P 500 Move Towards 960 or 1060?
- Andrew Horowitz submits: Here is a quick and dirty look at two possibilities for the direction of the S&P 500. One shows a magnet toward 960, which would not seem impossible. The other shows that the top end on an intermediate basis may be close to 1060. ...
- External links 2009-08-19
- AsiaInfo Holdings: Banking on China Cell Phone Growth
- Andrew Horowitz submits: We have been interested in AsiaInfo Holdings ASIA for some time and patiently waited until it came into our price zone. Yesterday at $15.50 or so, we added an initial position to TDIMG portfolios. If the idea holds that there are hundreds of millions of users in...
- External links 2009-08-18
- S&P 500: Short Interest Ratio Drops
- Andrew Horowitz submits: Short interest on the S&P 500 dropped in the last reading. This is consistent with the major market averages moving quickly higher, in part fueled by the bull argument of a quick and painless recovery and in part by the bears running for their caves. ...
- External links 2009-08-14
- How to Play Agricultural Commodities Now
- Andrew Horowitz submits: We are using the Powershares Agriculture ETF DBA to play the growing explosion of prices on many food commodities . Recently, sugar moved higher on the prospect that India will have a tough time with their crops this year after record droughts. That is one component...
- External links 2009-08-12
- Copart: Another Beneficiary of Cash for Clunkers
- Andrew Horowitz submits: Company Description: Copart, Inc. CPRT provides vehicle suppliers, primarily insurance companies, with a variety of services to process and sell salvage vehicles through auctions. Salvaged vehicles are primarily sold to licensed dismantlers, rebuilders, and used vehicle dealers. We perceive Copart to be...
- External links 2009-08-10
- 12 Indicators We're Watching
- Andrew Horowitz submits: Here are a few indicators we are watching. A few are showing some signs that the rally is getting strained. Last week we saw some very good news on the earnings front with a few decent economic reports. Even so, markets fell on increased volume. Not...
- External links 2009-10-26
- Wynn Resorts: 'Short' Follow-Up
- Andrew Horowitz submits: If you have been reading along, you would have scooped up two short calls that we made on Wynn Resorts WYNN. The most recent was last week when we identified conditions that we found to be troubling for the casino operator. (Click here.) To top...
- External links 2009-10-28
- << Previous
- page 1 of 4
- Next >>
